401(k) Plans

19,294 topics in this forum

1. SAR for welfare plan mostly self-insured

   By Guest Dolores, September 23, 2007
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 23, 2007

2. New Plan Design Help

   By Guest lmccormick, September 21, 2007
   • 9 replies
   • 1.4k views
   • 
   • Mike Preston
   • September 23, 2007

3. 401(k) loan doc

   By Guest andrew@falesandco.com, September 20, 2007
   • 5 replies
   • 1.3k views
   • 
   • Kimberly S
   • September 21, 2007

4. Last Man Standing

   By DTH, September 19, 2007
   • 8 replies
   • 1.7k views
   • 
   • Archimage
   • September 21, 2007

5. 401(k) control question

   By Guest kdp, September 20, 2007
   • 1 reply
   • 1.1k views
   • 
   • R. Butler
   • September 20, 2007

6. Correcting An Account Error

   By Guest Karenm, September 20, 2007
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • September 20, 2007

7. ADP/ACP where there are changes in controlled group

   By R. Butler, September 18, 2007
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • September 20, 2007

8. Amend discretionary match in SH plan

   By MSN, September 17, 2007
   • 5 replies
   • 1.8k views
   • 
   • Tom Poje
   • September 19, 2007

9. Lost Participants

   By austin3515, September 13, 2007
   • 11 replies
   • 3.7k views
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   • Steelerfan
   • September 18, 2007

10. Safe-harbor enhanced match

    By SMB, September 15, 2007
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

11. Well I just got burned again by another attorney

    By Guest dulan, August 22, 2007
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 16, 2007

12. Safe Harbor Nonelective Plan Year

    By PMC, August 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • CTipper
    • September 16, 2007

13. SIMPLE to 401K Mid-Year Question

    By Guest 401kguy, August 31, 2007
    • 7 replies
    • 1.7k views
    • 
    • CTipper
    • September 16, 2007

14. Plan w/o HCEs - testing issues?

    By Guest Benefitsrock, September 6, 2007
    • 12 replies
    • 2.7k views
    • 
    • CTipper
    • September 16, 2007

15. Deferrals from Cafeteria Plan

    By rcline46, September 6, 2007
    • 5 replies
    • 4.9k views
    • 
    • CTipper
    • September 16, 2007

16. Safe Harbor and unterminated plan

    By Dennis Povloski, September 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

17. Plan Amendments

    By Guest AJM 34, September 11, 2007
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • September 14, 2007

18. Securities Broker Giving Plan Sponsor Advice; Prohibited Transaction?

    By Guest RIA, September 11, 2007
    • 7 replies
    • 2.1k views
    • 
    • Bird
    • September 14, 2007

19. Erroneous Automatic Contributions

    By Guest Astro, September 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2007

20. ADP/ACP refunds taxable in current year regardless of timing of refund

    By Pension Nerd, September 12, 2007
    • 2 replies
    • 5.1k views
    • 
    • stephen
    • September 13, 2007

21. Coverage - No compensation - Military leave

    By fiona1, September 13, 2007
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • September 13, 2007

22. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras, September 13, 2007
    • 1 reply
    • 975 views
    • 
    • masteff
    • September 13, 2007

23. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2007

24. Another triple match question

    By jkharvey, September 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • September 13, 2007

25. 401(k) Plan with Employer Securities: diversification notice required?

    By Guest Troy S., September 11, 2007
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 13, 2007

26. Calculate Earnings on Excess Annual Additions

    By Guest saotampa, September 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2007

27. Mistake in fact or operational error

    By Guest Ken C, September 7, 2007
    • 18 replies
    • 16.3k views
    • 
    • Guest
    • September 12, 2007

28. Foreign 401k Beneficiary Designation

    By Guest Bear, September 11, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 11, 2007

29. Employer match stated in the Plan

    By Guest Nini, September 10, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • September 11, 2007

30. Failure to timely adopt MRD amendment

    By JWK, September 11, 2007
    • 0 replies
    • 1.4k views
    • 
    • JWK
    • September 11, 2007

31. Death after distribution request

    By wsp, September 11, 2007
    • 0 replies
    • 1.1k views
    • 
    • wsp
    • September 11, 2007

32. New Laws on Social Security Numbers

    By zimbo, September 6, 2007
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • September 10, 2007

33. Mandatory Integration

    By sdix401k, September 6, 2007
    • 14 replies
    • 3k views
    • 
    • sdix401k
    • September 10, 2007

34. Prototype Document - Eligibility

    By MarZDoates, September 7, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • September 10, 2007

35. Waiver of waiting period for new participants

    By Guest trirod01, September 7, 2007
    • 2 replies
    • 4.9k views
    • 
    • QDROphile
    • September 8, 2007

36. new safe harbor 401k with term'd employee

    By Santo Gold, September 6, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • September 7, 2007

37. Protected Benefits

    By Guest Nini, September 6, 2007
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • September 7, 2007

38. Where do I find a ERISA attorney?

    By Guest dulan, August 21, 2007
    • 6 replies
    • 2.7k views
    • 
    • KJohnson
    • September 6, 2007

39. Employer contributions for forfeited amounts

    By Miner88, September 5, 2007
    • 9 replies
    • 2.1k views
    • 
    • Bird
    • September 6, 2007

40. Help! Audit CAP Counsel Needed

    By Guest silverwolfson, September 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • 401_4_ever
    • September 5, 2007

41. Failed ADP Test - how to correct?

    By Francis, August 30, 2007
    • 6 replies
    • 3k views
    • 
    • Tom Poje
    • September 5, 2007

42. New IRS Prop Regs on Accident & Health Insurance

    By rocknrolls2, September 5, 2007
    • 0 replies
    • 1.1k views
    • 
    • rocknrolls2
    • September 5, 2007

43. Deceased Participant

    By Guest Twinky, August 6, 2007
    • 14 replies
    • 4k views
    • 
    • Guest
    • September 5, 2007

44. Excluding certain employees from participating

    By Guest Benefitsrock, September 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • September 5, 2007

45. ADP test

    By Guest AJM 34, September 4, 2007
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • September 4, 2007

46. 401K cash out?

    By Guest skv7, August 31, 2007
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • September 1, 2007

47. refund checks

    By Guest josephr, August 31, 2007
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • September 1, 2007

48. Defined Contribution Plan with Cross-testing

    By Guest fender5150, August 29, 2007
    • 11 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

49. Safe Harbor Match Arrangement

    By MBCarey, August 30, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

50. 401(k) withholding for work release prisoners

    By MSN, August 31, 2007
    • 0 replies
    • 1.3k views
    • 
    • MSN
    • August 31, 2007